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Procter & Gamble
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Overview Fund Activity

2,070 hedge funds and large institutions have $134B invested in Procter & Gamble in 2017 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 834 increasing their positions, 912 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,070
Holders Change
-12
Holders Change %
-0.58%
% of All Funds
51.69%
Holding in Top 10
241
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-13.62%
% of All Funds
6.02%
New
82
Increased
834
Reduced
912
Closed
74
Calls
$1.04B
Puts
$1.78B
Net Calls
-$737M
Net Calls Change
-$345M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$460M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$363M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$354M
4
Goldman Sachs
Goldman Sachs
New York
+$204M
5
BlackRock
BlackRock
New York
+$189M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$494M
2
IFP
Independent Franchise Partners
United Kingdom
-$380M
3
Capital World Investors
Capital World Investors
California
-$327M
4
Deutsche Bank
Deutsche Bank
Germany
-$315M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1976
Novare Capital Management
North Carolina
$219K -$28.6K -329 -12%
ACM
1977
AUA Capital Management
Pennsylvania
$219K +$145K +1,665 +195%
HCM
1978
Hilton Capital Management
New York
$217K – – –
KFA
1979
Kays Financial Advisory
Georgia
$217K +$12.3K +141 +6%
ACM
1980
Ashford Capital Management
Delaware
$216K – – –
CL
1981
Croft-Leominster
Maryland
$214K -$305K -3,506 -59%
GCA
1982
Guardian Capital Advisors
Ontario, Canada
$214K – – –
KA
1983
Klingman & Associates
New York
$213K -$35.1K -402 -14%
AAS
1984
Annex Advisory Services
Wisconsin
$213K -$9.16K -105 -4%
AC
1985
AFAM Capital
Texas
$213K +$213K +2,445 New
AA
1986
Alesco Advisors
New York
$212K -$10.9K -125 -5%
OBWP
1987
O'Brien Wealth Partners
Massachusetts
$211K -$5.59K -64 -3%
DM
1988
Diker Management
New York
$211K – – –
CHP
1989
Cable Hill Partners
Oregon
$209K – – –
DWM
1990
Dakota Wealth Management
Florida
$208K -$96.3K -1,108 -32%
TC
1991
Trust Company
Kansas
$208K -$45.9K -528 -18%
GWM
1992
Greenwich Wealth Management
Connecticut
$207K +$207K +2,377 New
CPA
1993
Cowen Prime Advisors
New York
$204K – – –
PCP
1994
Proficio Capital Partners
Massachusetts
$202K -$26.3K -289 -12%
HKIM
1995
Hayek Kallen Investment Management
Alabama
$201K +$201K +2,310 New
WA
1996
Winfield Associates
Ohio
$197K +$1.31K +15 +0.7%
WAM
1997
Watermark Asset Management
California
$195K +$522 +6 +0.3%
IOOF
1998
Independent Order of Foresters
Ontario, Canada
$194K -$67.1K -770 -26%
RWG
1999
Regal Wealth Group
California
$192K – – –
WAM
2000
Wolverine Asset Management
Illinois
$186K – – –
78 79
80
81 82